INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,768 | -13.6% | 73,400 | 0.0% | 0.83% | -12.1% |
| Q2 2023 | $1,233,854 | +2.5% | 73,400 | 0.0% | 0.95% | -3.3% |
| Q1 2023 | $1,203,760 | -8.8% | 73,400 | 0.0% | 0.98% | -3.4% |
| Q4 2022 | $1,320,466 | +31.3% | 73,400 | 0.0% | 1.01% | +2.5% |
| Q3 2022 | $1,006,000 | -15.0% | 73,400 | 0.0% | 0.99% | -8.9% |
| Q2 2022 | $1,184,000 | -30.1% | 73,400 | 0.0% | 1.08% | -29.0% |
| Q1 2022 | $1,693,000 | +0.2% | 73,400 | 0.0% | 1.53% | +33.4% |
| Q4 2021 | $1,690,000 | -4.5% | 73,400 | 0.0% | 1.14% | -24.1% |
| Q3 2021 | $1,770,000 | -9.8% | 73,400 | 0.0% | 1.51% | +6.6% |
| Q2 2021 | $1,962,000 | +6.0% | 73,400 | 0.0% | 1.42% | +0.4% |
| Q1 2021 | $1,851,000 | +44.7% | 73,400 | 0.0% | 1.41% | +50.3% |
| Q4 2020 | $1,279,000 | +52.8% | 73,400 | 0.0% | 0.94% | +2.4% |
| Q3 2020 | $837,000 | +5.9% | 73,400 | 0.0% | 0.92% | -1.3% |
| Q2 2020 | $790,000 | +18.6% | 73,400 | 0.0% | 0.93% | +1.8% |
| Q1 2020 | $666,000 | -49.5% | 73,400 | 0.0% | 0.91% | -3.4% |
| Q4 2019 | $1,320,000 | +6.2% | 73,400 | 0.0% | 0.94% | -17.2% |
| Q3 2019 | $1,243,000 | -17.2% | 73,400 | 0.0% | 1.14% | -18.0% |
| Q2 2019 | $1,502,000 | +6.0% | 73,400 | 0.0% | 1.39% | +5.6% |
| Q1 2019 | $1,417,000 | +15.3% | 73,400 | 0.0% | 1.32% | +14.9% |
| Q4 2018 | $1,229,000 | -26.8% | 73,400 | 0.0% | 1.15% | -15.2% |
| Q3 2018 | $1,679,000 | -13.9% | 73,400 | 0.0% | 1.35% | -21.5% |
| Q2 2018 | $1,950,000 | +52.3% | 73,400 | +83.5% | 1.72% | +40.3% |
| Q1 2018 | $1,280,000 | +25.1% | 40,000 | +42.9% | 1.23% | +79.6% |
| Q4 2017 | $1,023,000 | +4.3% | 28,000 | 0.0% | 0.68% | -14.1% |
| Q3 2017 | $981,000 | -0.4% | 28,000 | 0.0% | 0.80% | -6.2% |
| Q2 2017 | $985,000 | +14.8% | 28,000 | 0.0% | 0.85% | +11.0% |
| Q1 2017 | $858,000 | +0.9% | 28,000 | 0.0% | 0.76% | +28.0% |
| Q4 2016 | $850,000 | – | 28,000 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |